Browsing Tag
Jefferies
49 posts
IBM Q2 2026: Software growth holds as mainframe drop and 4-5% guide cap rebound
IBM Q2 2026 confirms the pre-announcement, rebases full-year growth to 4-5% and leaves the mainframe cycle and H2 software deal conversion as the swing factors.
STMicroelectronics (STM) guides Q3 revenue below consensus even as 2027 data centre target crosses $2bn
STMicroelectronics missed Q3 revenue consensus but lifted its 2027 data centre target above $2 billion, testing investor patience on margin recovery.
Shell (LSE: SHEL) raises Q2 gas guidance despite Qatar Pearl GTL hit, to sell South Africa downstream to ADNOC Distribution
Shell plc raises Q2 2026 gas guidance despite Qatar Pearl GTL hit, sells South Africa downstream to ADNOC for $1 billion. Read the full analysis.
Lime wants a $1.66bn valuation, but its IPO is also a balance-sheet rescue
Lime’s proposed Nasdaq IPO could raise nearly $181 million and convert much of its debt into equity, but investors must decide whether global micromobility has finally become a durable business.
Kardigan’s IPO demand looks strong, but the real test for KARD arrives in 2027
Kardigan raises $400 million in an upsized Nasdaq IPO to fund three cardiovascular trials. Discover the catalysts, cash runway and risks for KARD investors.
Quantinuum IPO closes at $1.68bn, but QNT trading shows investors want proof beyond quantum hype
Quantinuum raised $1.68bn, but QNT’s early trading asks the real question: can quantum computing turn promise into revenue?
Could Applied Aerospace & Defense’s $650m IPO test investor appetite for defense manufacturing stocks?
Find out how Applied Aerospace & Defense’s $650 million IPO could test investor appetite for defense manufacturing stocks.
Erasca (NASDAQ: ERAS) climbs into ASCO 2026 as pan-RAS thesis gets second wind
Erasca lost half its value on an IP challenge and a trial death. Now ASCO 2026 looms, Merck is on board, and traders are positioning before the verdict.
Northrop Grumman (NOC) lands $697m Marine Corps radar sustainment BOA as G/ATOR enters life-cycle phase
Northrop Grumman captures a $697M Marine Corps radar sustainment BOA, deepening its grip on G/ATOR economics as NOC sits 28% off highs. Read more.
Delivery Hero (DHER) stock up 4% to €29.5 as Aspex forces CEO exit and Korea sale opens
Aspex pushed out the CEO and bought 5% more. Prosus must keep selling. Korea is on the block. Delivery Hero (XETRA: DHER) is being rebuilt in real time.